Filed September 21, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,159 | $94,529-41.6% | $140,016-60.6% | $64,186-14.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.00% | 7.77%-13.8pp | 651.12%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,856 | $3,812-51.3% | $5,606-66.9% | $2,381-22.0% |
| Participant deferral / active EE | $3,915 | $5,250-25.4% | $6,927-43.5% | $3,470+12.8% |
| Admin fee / account holder | $273 | $6,741-95.9% | $10,705-97.4% | $4,888-94.4% |